Business Banking Specialist (Outside Business Development Small Business Specialist)

Sales

• Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
• Engage with customers, prospects and referral sources through proactive outreach.
• Represent the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
• Align sales practices to create value for both the customer and the bank.
• Initiate conversation to uncover sales or referral opportunities.
• Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.
• Proactively seek coaching, support Bank initiatives and leverage tools to enhance activities.

Service Standards

• Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
• Initiate conversation to uncover sales or referral opportunities.
• Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.
• Proactively seek coaching, support Bank initiatives and leverage tools to enhance activities.

Operations and Administration

• Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
• Complete required training by established deadlines.
• Perform general office management duties as assigned to ensure operational efficiency.
• Accountable for transaction accuracy and operational efficiency of that function.

Qualifications

• Bachelor's Degree and 4 years of experience in Commercial or business financial services sales and business development OR
• High School Diploma or GED and 8 years of experience in Commercial or business financial services sales and business development.

Required Skills

• Application of a structured sales process,
• Providing financial guidance and expertise,
• Knowledge of business deposit and cash management solutions,
• Business development,
• Networking and building centers of influence.

Benefits

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.